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Hi,
Trying to get some columns to auto update from the Contacts table inside a custom table that ive created Called Quote.
Inside the Quote table I have a Lookup column to the Contacts table. I haven't manually added any extra relationships.
Ive created an extra column in that table called Contacts Mobile phone. Id like this column to be auto populated from the Contacts table, mobile phone column.
Ive created a map on the Contact Entity > 1:N > (refer pic)
Saved and then Published all customizations but it doest seem to be working.
Do I need to manually create any more relationships? When does the data update in a working version? Is it when the record is saved?
Thanks in advance
Todd
Hi @Tango ,
Real time workflows can be built that are synchronous / immediate. Please see the following Learn article on how to build: https://learn.microsoft.com/en-us/power-apps/maker/data-platform/overview-realtime-workflows
Thanks @dpoggemann Could you expand on "real time workflow" do you mean a flow in Power Automate? If so I prefer not to go down that path as I need the update to be immediate
Hi @Tango ,
If you are in the subgrid from the Contact table and you choose to add a new "Quote" record, it will utilize the mappings and populate this to your Quote table immediately and should show on the screen before saving. It will not do this if you go and create the Quote independently and then set the Contact on the table as this is not how the Mappings work.
Another option that I do a lot is to use a real-time workflow on save and if the field is blank on the Quote then copy the value from the related table and populate. This will help if you are not creating from the parent entity subgrid for the Quote.
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